Mergers and Acquisitions, having a data base of over 1500 PEGS looking at a full spectrum of Industries.
Stock Sale transactions meeting SEC legal requirements
Business Brokerage through Sunbelt Business Brokers for businesses ranging from $500,000 to $3,000,000
Exit Planning through Business Appreciation
Structured Sales bringing tax deferred savings to business owners
Investment Banking and Capital raising
John (JD) has over 40 years experience in business, real estate and financing, now concentrating on Mergers and Acquisitions as an Investment Banker holding a Financial Industry Regulatory Authority (FINRA) license for investment banking transactions (Series 82) with StillPoint Capital and a California Real Estate Broker’s license.
He began his career as a registered architect then served in the USAF as a Command Pilot before returning to private practice. From there, John transitioned into full time real estate development, acquiring his general contractors license. While in real estate development, John was responsible for packaging and securing well over $150 million in loans for development projects ranging from $15 to over $30 million. A proven negotiator, he managed the development of commercial and residential projects throughout the U.S., negotiating on behalf of clients with cities, banks, contractors and vendors. He has been instrumental in dealing with building departments and city councils to design, organize, finance and build both commercial and residential projects.
Over the years, John has owned and operated a health-related professional company and two construction companies. While doing so, he has become intimately familiar with the financial needs and structures of businesses for both growth and profitability. Since 2000, John has applied his years of business experience to become co-owner and CFO of Sunbelt Business Brokers in San Jose, California, successfully working with buyers and sellers to structure sales of numerous businesses.
He has brought unique and financial resources such as flexible Structured Sales and passive investment portfolio lending to secure funds for both buyers and sellers. John is a proven deal maker and intermediary, bringing buyers and sellers together in win-win solutions. He has dealt successfully in a wide spectrum of industries, quickly coming to understand the underlying business model and the needs of all parties involved. He has dealt with companies ranging in size from $100,000 to $20,000,000 in industries such as manufacturing, automotive, construction, business services and medical.